Introduction
Salesforce users often face issues when emails stop syncing after a period of working fine. The problem may occur after configuration changes or when users accept new terms. This article explains common challenges and guides you through fixing the sync problems with Einstein Activity Capture. It then shows an improved alternative for smoother operations.
Real-world Experience
Consider a case that clearly shows these challenges in action.
I've noticed that my emails synced perfectly until a specific date. After I accepted the Einstein Activity Capture terms, my email threads no longer sync, and it's really frustrating.
This situation is common for many organizations where changes in settings cause email threads to break, leading to gaps in data and increased manual work.
Einstein Activity Capture Solution
The community suggests that the issue often comes from the sync settings and the order in which users accept terms. It is important to check that the email thread is continuous and the historical sync window is correctly set. Reviewing these configurations can resolve many syncing issues. Below are the steps needed to resolve this issue:
Verify Sync Settings
Go to Setup > Einstein Activity Capture settings. Check that your sync history parameters are set correctly and that the configuration reflects current needs.
Confirm Term Acceptance Order
Ensure users accepted the Einstein Activity Capture terms before any email activity began. Review permission settings to make sure new threads are picked up.
Log a Support Case
If syncing does not improve after checking settings, contact Salesforce support. Explain your issue, and ask them to review your historical data sync limits.
Limitations to Consider
While these steps help in many cases, they may not fix all issues. Complex breaks in email chains or limitations in historical data capture can still cause problems, requiring additional manual adjustments.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't meet your email syncing needs. DryMerge offers a different approach to tackle these issues. DryMerge is an AI-native app that connects with Salesforce and your email and calendar sources to keep your information updated correctly. It checks your email threads and calendar events to pick out the important details and update Salesforce in a clear and steady way. This means you get fewer duplicate entries and missing records, making your day-to-day work smoother. Its built-in AI tools help sort out the key information needed for your tasks, so you can count on accurate data without extra hassle.
EAC vs. DryMerge Comparison
| Feature | Einstein Activity Capture | DryMerge |
|---|---|---|
| Custom Object Sync | Automatic sync to custom objects isn't supported | Emails, calendar events, and anything else can be synced to your custom objects in Salesforce |
| Email Attachments | Attachments are not captured or saved to Salesforce | Email attachments are captured and saved in Salesforce however you need |
| Multiple Email Accounts | Cannot connect to both Gmail and Outlook simultaneously | Connects to both Gmail and Outlook simultaneously |
| Unstructured Data Processing | Limited ability to extract and organize meaningful data from unstructured email content | AI processing of unstructured email content to extract key details and create structured records |
| Data Enrichment | Basic activity logging with minimal data enrichment capabilities | Intelligent enrichment that pulls contact details, action items, and key insights from communication data |
By addressing these key limitations of Einstein Activity Capture, DryMerge offers a comprehensive solution that empowers your team with superior data handling capabilities. From intelligent processing of unstructured data to advanced enrichment features, DryMerge transforms your communication data into actionable insights while providing the flexibility to work with custom objects and multiple email accounts.
Tired of Einstein Activity Capture issues?
We'd love to show you how DryMerge handles emails, calendar events, and unstructured data extraction more reliably and accurately than Einstein Activity Capture.
